Why There Always Seems to be Room for One More Application
“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The wealthtech landscape has seen steady growth over the past six years since the Kitces\Ezra Group Advisortech Map was launched. The first version had 80 applications across 20 categories. Today, there […]
Ep. 175: February Wealthtech News
Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. Before we get into the […]
How I Built My RIA Tech Stack, with Derek Notman
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]
Ep. 114: October WealthTech News Roundup
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
3 Tips for Advisors to Choose the Right Technology
“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]
#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE
“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]
13 Reasons Advisors Should Be Emperors of Their Technology Domains
We’ve seen so many webinars since the pandemic began that “Zoom Fatigue” has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]
6 Smart Strategies for Managing Remote Wealthtech Employees
“Too much of a good thing can be wonderful.” — Mae West, American Actress When something is working, you want to keep it going. Especially when it’s also sharing great information and having a positive impact on your industry. Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]
